PWA
MMU

Phoenix Wealth Advisors’s Western Asset Managed Municipals Fund MMU Stock Holding History

Phoenix Wealth Advisors’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,000
Closed -$40K – 268
2021
Q3 		$40K Buy
+3,000
New +$40.7K 0.03% 208

Other funds holding MMU

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1CP
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RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Phoenix Wealth Advisors's MMU Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Western Asset Managed Municipals Fund (MMU) in Q4 2021, closing a stake of 3,000 shares — an estimated $40K sold.

Phoenix Wealth Advisors first reported a position in MMU in Q3 2021 and held it in 1 quarter. The position peaked at $40K in Q3 2021. 81 funds tracked by Wall St. Rank hold MMU as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Western Asset Managed Municipals Fund position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 3,000 Western Asset Managed Municipals Fund shares in Q4 2021, an estimated $40K.
  • Phoenix Wealth Advisors first reported a position in Western Asset Managed Municipals Fund in Q3 2021 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Western Asset Managed Municipals Fund position peaked at $40K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.